AR Caller

Scale Army

The AR Caller will manage outbound payment follow-ups, client communication, denial analysis, and CRM documentation to support timely collections and accurate accounts receivable management. This role requires someone detail-oriented, persistent, and comfortable handling payment discussions while maintaining clear records and resolving account issues efficiently.

Key Responsibilities Accounts Receivable & Client Communication

• Make outbound calls to clients to follow up on outstanding invoices and support timely payment collection.

• Send email follow-ups regarding open invoices and required next steps.

• Communicate clearly with clients regarding denial reasons, outstanding balances, and payment arrangements.

Analytical Review & Negotiation

• Analyze denial reasons provided by clients and determine appropriate next steps to resolve payment issues.

• Use negotiation skills to encourage timely payments or establish payment plans when needed.

• Maintain detailed records of all client communication and account updates within the CRM system.

CRM Management

• Use Salesforce or a similar CRM platform to track receivable status, payment follow-ups, and account communication.

• Keep payment records, disputes, and resolved cases accurately updated.

Follow-Up & Relationship Management

• Follow up consistently to ensure clients meet payment obligations.

• Take a problem-solving approach to reduce outstanding accounts and address payment obstacles.

• Send thank-you emails after payment completion or issue resolution to maintain positive client relationships.

• Prepare personalized communication that acknowledges client cooperation and encourages continued responsiveness.

Qualifications Experience

• 1 to 3 years of experience in accounts receivable, collections, or related financial follow-up roles.

• Experience working with CRM platforms, preferably Salesforce.

Skills

• Strong written and verbal communication skills with confidence handling payment conversations professionally.

• Strong analytical ability to understand denial reasons and identify next actions.

• Negotiation skills to support dispute resolution and payment collection.

• Ability to manage multiple accounts and maintain accurate documentation.

• Persistent, detail-oriented, and proactive in resolving payment issues.

• Strong problem-solving mindset and ability to work toward collection targets consistently.